Chase the proposals that have gone quiet
Every Monday, WebRun opens Proposify, finds every proposal sent more than a week ago that has not been opened or signed, posts the full stalled list to Telegram sorted by value, and texts the rep on Twilio about the single largest stalled proposal, so a big deal never quietly sits waiting on a client who has not even opened it.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase proposals that have not been opened or signed?
Every Monday, WebRun opens Proposify and finds every proposal sent more than a week ago that has not been opened or signed, noting the client and value for each. It posts the stalled list to Telegram and texts the rep on Twilio about the single largest one, so a big proposal never sits quietly waiting on a client who has not even opened it.
- Stalled proposals surface every Monday instead of going unnoticed for weeks
- The largest deal gets a direct text, not just a channel post
- Chasing is based on real view and signature data, not guesswork
Built for sales teams · agencies · consultants · business development
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.proposify.comin a real browser with your saved login - no setup, no API keys. -
1
Proposify - find proposals unviewed or unsigned past due
proposify.com
WebRun opens Proposify to find proposals unviewed or unsigned past due. - Open Proposify and review proposals sent more than a week ago
- Flag any that have not been opened or signed
- Note the client, value, and days since sending for each
Done when Every stalled proposal has been identified with its value and days pending.
-
2
Telegram - alert the team
telegram.org How to Automate Telegram
WebRun opens Telegram to alert the team. - Post the stalled proposal list to the sales channel
- Show the client, value, and open status for each
- Sort so the largest proposals appear first
Done when The team has this week's stalled proposal list in Telegram.
-
3
Twilio - text the rep about the biggest deal
twilio.com How to Automate Twilio
WebRun opens Twilio to text the rep about the biggest deal. - Text the rep about the single largest stalled proposal
- Name the client and the value
- Skip the text if no proposal exceeds your high value threshold
Done when The rep has been texted about the largest stalled proposal, if there is one.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it resend or edit the proposal itself?
No. WebRun only flags which proposals are stalled. Resending, editing, or following up on a proposal is still a decision made by the rep in Proposify.
How does it know a proposal has not been opened?
It reads the view and signature tracking Proposify already captures on every sent proposal, so a proposal only counts as stalled once genuinely nothing has happened for a week.
What if a client opens the proposal right after the check runs?
It will drop off next Monday's list once Proposify records the open, so the chase list always reflects current status, not last week's.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.